Suncorp is trialling AI agents in insurance claims

How to do it yourself

Our suggested steps. The company didn't publish theirs.

1. 1

   Write your claim checklist: required info, photos, policy limits, exclusions.

2. 2

   Use Zapier to save every claim email and attachment to a Google Drive folder.

3. 3

   Run each claim through ChatGPT with the prompt below.

4. 4

   A staff member approves, edits or rejects the agent's triage.

5. 5

   Track how often the triage was right; automate only the most reliable sub-step first.

The instructions to give the AI

Paste this into ChatGPT (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.

This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.

You triage claims for [business]. Checklist and policy rules:
[paste]
For this claim: 1) extract claimant, date, incident and amount, 2) list missing info or photos, 3) check against limits and exclusions, 4) recommend: fast-track, needs info (draft the request email), or human review (why). Never decide payment yourself.
Claim:
[paste email + attachments]

What you should get back: "Claimant: J. Ruiz, 4 Mar, burst pipe, $3,200. Missing: photos, plumber invoice. Next: request both."

Written by Quickly and Good, inspired by this case.